• Success
    Manage your Success Plans and Engagements, gain key insights into your implementation journey, and collaborate with your CSMs
    Accelerate your Purchase to Value engaging with Informatica Architects for Customer Success
  • Communities
    A collaborative platform to connect and grow with like-minded Informaticans across the globe
    Connect and collaborate with Informatica experts and champions
    Have a question? Start a Discussion and get immediate answers you are looking for
    Customer-organized groups that meet online and in-person. Join today to network, share ideas, and get tips on how to get the most out of Informatica
  • Knowledge Center
    Troubleshooting documents, product guides, how to videos, best practices, and more
    Knowledge Center
    One-stop self-service portal for solutions, FAQs, Whitepapers, How Tos, Videos, and more
    Video channel for step-by-step instructions to use our products, best practices, troubleshooting tips, and much more
    Information library of the latest product documents
    Best practices and use cases from the Implementation team
  • Learn
    Rich resources to help you leverage full capabilities of our products
    Role-based training programs for the best ROI
    Get certified on Informatica products. Free, Foundation, or Professional
    Free and unlimited modules based on your expertise level and journey
    Self-guided, intuitive experience platform for outcome-focused product capabilities and use cases
  • Resources
    Library of content to help you leverage the best of Informatica products
    Most popular webinars on product architecture, best practices, and more
    Product Availability Matrix statements of Informatica products
    Monthly support newsletter
    Informatica Support Guide and Statements, Quick Start Guides, and Cloud Product Description Schedule
    End of Life statements of Informatica products
Last Updated Date Mar 26, 2024 |

During the planning phase, key business and technology stakeholders determine the business drivers, objectives, and goals.

Establishing a 360 solution can at first can seem daunting. There are many use cases which can be achieved, such as:

  • Knowing the customer to expand sales and marketing…or even identifying customers to not target, either due to consent management or due to a difficult track record.
  • Improved data quality, yielding high quality, mailable addresses, email verification, or consolidating customers to generate better versions of truth for third party enhancements.
  • Establishing data governance practices to harmonize data for consistent views and attribution across the business enterprise.


Considerations may need to be practical/tactical in the early milestones on the 360 solution roadmap. These must still meet business needs and deliver on value in manageable chunks. Selection of data sources and consumers needs to be planned as part of this exercise.

Communication throughout the planning process is key. Ensure that all stakeholders understand the goals and how it impacts them and that the business case is solid. Modify the expected outcomes based on feedback.

Data stewardship is also key. It’s critical to fully understand the data regulatory requirements that impact the project. Organizations need a thorough understanding of data usage, planned applications, and governance requirements, which determines the levels of security and access control to meet corporate data privacy policies as well as laws.

The next step is to develop the solution architecture, including technical requirements, volume requirements, and integration patterns. Determine the functional requirements for the project. Determine the applications which need to comprise the solution, which may need to include analytic applications to consume the mastered data to generate reports. Consider how users and applications will consume and analyze information and the development requirements.

Design and build processes to ensure data quality and to integrate data from source applications. Determine the integration needs for each source application. Data profiling is a critical exercise to execute. Focusing on the source attributes which will be used in the 360 solution profile the data across all of the data quality measures and present the analysis per source to the subject matter experts to gain insights into the data. Assess your master data management strategy, identifying any gaps and developing a model and architecture for data management.

Assess your organization’s resources to understand what skills you will need and where the gaps are. Establish the project rolesfor data analysts, developers, systems administrators, enterprise architect, data steward, and project manager. Identify where you might need new skills or consultant assistance and develop a detailed project plan.


Link Copied to Clipboard